Material

To streamline the process of creating Work Orders or PMs, agencies can associate Materials that are typically used to complete a certain type of work with related Task Setup records. Then, when a user adds that Task to a Work Order's or PM/Template as a Sub Task, the Materials are added to the Work Order or PM, as well.

Note: If the Materials you wish to add are already in an existing Material Kit, you can add that Kit to the Task Setup record. Note, however, that Lucity does not copy the Materials in the Kit to the Task Setup record's Materials grid. Only when a user adds the Task to a Work Order as a Subtask will Lucity copy the Material Kit items to the Work Order's Materials grid.

A Task Setup record's Materials grid lists supplies from the Material Setup module that are associated with the Task by default.

In the Work > Administration > Work Flow Setup > Task Setup module, click to expand the Task to which you want to add a material.
Select the Material grid and click Add . The Material form opens.
Use the Resource pick-list to select a Material. (Required.) Items in this pick-list come from the Work > Administration > Work Flow Setup > Material Setup module.
Click Select.
Enter an Alt Description, if desired.*
Enter the Account # and Proj No - Acct that should be applied when using this material on this Task.
Enter a Group Number if the material should be associated with other resources on the task.
Enter the Unit of Measure that should be applied to this material.
Enter the Units field to indicate how much of the material will be used, to complete the task. Alternatively, use the Units Est field if you are estimating the amount of the material that will be used.
Click Save to save the record. The new item now appears in the Task Setup record's Equipment grid.

In the Work > Administration > Work Flow Setup > Task Setup module, click the to expand the Task record to which you want to add Materials.
In the Material grid, click the Toolkit and select Add Multiple Materials. The following pop-up opens:
Open the Materials picklist. A list of items from the Work > Administration > Work Flow Setup > Material Setup module similar to the following appears:
Use CTRL + click to select the desired Materials.
Click Select.
Enter the Units field to indicate how much of the materials will be used to complete the task.
Click OK to save the record. The selected Materials now appear in the Task Setup record's Materials grid.

Resource*	Identifies the material by its unique code and type. Records in this picklist come from the Work > Administration > Work Flow Setup > Material Setup module.
Alt Description	Enables users to use another form of identification for the material.
Account #	Specifies the account number associated with the material's use on this task. If this field is left blank and this Material is used on a Material Kit, the Kit's Account # value will populate to this field on a Work Order or PM record.
Proj No - Acct	Specifies the project number associated with the material's use on this task. If this field is left blank and this Material is used on a Material Kit, the Kit's Proj No - Acct value will populate to this field on a Work Order or PM record.
Group No	Shows which resources are related to each other within the task. Often used to group an employee with a specific piece of equipment or with materials that he or she is authorized to use but may be used to group other resources.
Unit of Measure	Specifies the unit of measure that applies to the material's use on this task.
Units	Sets the expected number of units of the material that will be used to complete the work. The Unit of Measure field indicates what type of unit this field represents. This is used in the Work Order > Task > Material > Units field. If using in conjunction with Parts Inventory, note that when the units are added to the work order, they are automatically dispersed from the inventory.
Units Est	Sets the total number of units that may be used on the task.